Wednesday, May 22, 2019

Saved Search for Invoices created Manually

Users would like to create a Saved Search that would show list of Invoices that were created manually or have the Created From field as blank. This can be done by the following steps:
  • Navigate to Reports > New Search.
  • Select Transaction.
  • Under the Criteria tab, add the following:
    • Type: Invoice.
    • Created From: Any of > None.
    • Main Line: True.
  • Make necessary changes on the Results tab as per your preference.
  • Click Submit.

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